Salesforce & Litify

Litify Implementation

Litify, configured around how your firm actually runs.

We set up Litify end-to-end — practice areas, intake, matters, roles, and workflows — so your team can hit the ground running. As law-firm specialists, we've delivered a large number of Litify projects and know the patterns that work.

What's included

  • Discovery of your practice areas and workflows
  • Litify configuration: intake, matters, stages, and roles
  • Custom fields, page layouts, and record types
  • Automation of your day-to-day processes
  • Data migration from your legacy system
  • Team training and go-live support

The benefits

A platform that matches how your firm works — not the other way around

Faster intake-to-matter with less manual entry

One source of truth for cases, clients, and documents

Built by a team that knows Litify inside out

How we work

1

Discover

We learn your goals, workflows, and where this can help most.

2

Plan & estimate

You get a clear, transparent scope and estimate — no surprises.

3

Build & deliver

Our certified team delivers on time, aligned to the plan.

4

Support & grow

We stay on to support, optimize, and scale as you grow.

Ready to get started?

Let's talk about Litify Implementation for your firm — or build a transparent estimate in minutes.

Schedule a Call